Customized Strategies for Today and Tomorrow
It starts by listening. We take the time to learn from you and ask the questions necessary to gain a comprehensive understanding of both your goals and your current financial position. From there, we assess strengths and weaknesses, taking all aspects of your life into consideration in order to build a financial plan.
Ventura Wealth Management works with individuals and families to create a holistic plan designed for where you are today and where you want to be tomorrow. We understand and value that your life, your goals, and your needs are distinctly yours, which is why every single one of our financial plans is personalized and unique. And, as life inevitably changes and evolves, we’ll be there to advise and adjust your financial plan so you can stay on track to reach your goals.
A Partner for Your Financial Journey
Your team will consist of experts from across the financial landscape to ensure that you receive comprehensive support and specialized expertise in all areas of your financial wellbeing. This team will be there to answer questions, no matter how big or small, and welcomes that conversation. We will provide honest feedback and transparency around fees so that you’re informed and never surprised.
In order to apply a broad base of knowledge, financial products, and services that make your financial plan uniquely successful, many of our staff members have pursued advanced education degrees and obtained recognized professional designations (CFP®, CPWA®, CFA®, CMT®, ChLU®, ChFC®). We value education. This allows you to consistently meet with qualified professionals, not just sales people.